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Vaughan David Investments’s Lincoln Electric LECO Stock Holding History

Vaughan David Investments’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.3M Sell
218,053
-2,310
-1% -$618K 1.15% 32
2025
Q4 		$52.8M Sell
220,363
-2,013
-0.9% -$477K 1.15% 25
2025
Q3 		$52.4M Sell
222,376
-3,373
-1% -$790K 1.13% 30
2025
Q2 		$46.8M Sell
225,749
-3,790
-2% -$725K 1.05% 43
2025
Q1 		$43.4M Buy
229,539
+1,885
+0.8% +$370K 1.02% 49
2024
Q4 		$42.7M Buy
227,654
+1,182
+0.5% +$238K 1.01% 48
2024
Q3 		$43.5M Buy
226,472
+3,228
+1% +$619K 1% 53
2024
Q2 		$42.1M Buy
223,244
+192
+0.1% +$41.7K 1.07% 36
2024
Q1 		$57M Sell
223,052
-2,223
-1% -$525K 1.42% 14
2023
Q4 		$49M Sell
225,275
-530
-0.2% -$102K 1.34% 17
2023
Q3 		$41M Buy
225,805
+2,150
+1% +$411K 1.24% 23
2023
Q2 		$44.4M Buy
223,655
+1,070
+0.5% +$186K 1.3% 22
2023
Q1 		$37.6M Sell
222,585
-1,715
-0.8% -$283K 1.14% 34
2022
Q4 		$32.4M Buy
224,300
+6,520
+3% +$914K 0.96% 57
2022
Q3 		$27.4M Buy
217,780
+2,785
+1% +$376K 0.92% 58
2022
Q2 		$26.5M Buy
214,995
+45,665
+27% +$6.01M 0.85% 67
2022
Q1 		$23.3M Buy
+169,330
New +$22.2M 0.69% 80

Other funds holding LECO

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vaughan David Investments's LECO Position: Q1 2026 in Review

Vaughan David Investments reduced its Lincoln Electric (LECO) stake by 1% in Q1 2026, selling an estimated $618K and leaving 218,053 shares worth $54.3M. The position accounts for 1.15% of the portfolio, ranked #32.

Vaughan David Investments first reported a position in LECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $57M in Q1 2024. 686 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

  • Vaughan David Investments held 218,053 shares of Lincoln Electric worth $54.3M as of Q1 2026.
  • Vaughan David Investments sold 2,310 Lincoln Electric shares in Q1 2026, an estimated $618K.
  • Lincoln Electric made up 1.15% of Vaughan David Investments's portfolio in Q1 2026, its #32 holding.
  • Vaughan David Investments first reported a position in Lincoln Electric in Q1 2022 and has held it in 17 quarters since.
  • Vaughan David Investments's Lincoln Electric position peaked at $57M in Q1 2024.
  • 686 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Vaughan David Investments's 13F filing for Q1 2026, filed 12 May 2026.